No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Kath, my financial advisor provided excellent advice for my current situation.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
My original setup is very good, they offer sound financial advice.
Very satisfied with Simon’s direction and advice.
Pleasant to deal with and seems to have our best interests at heart.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
Answers all my questions in a language that i understand.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.